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SUNRISE ADVISORS, INC.
SUNRISE ADVISORS, INC.
SUNRISE ADVISORS
LEAWOOD, Kansas
·
5 registered advisors
·
CRD# 111953
SEC# 801-60459
0
913-681-0215
01
Firm Overview
AUM
$707M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SUNRISE ADVISORS, INC.
5 registered advisors
David Paul Scott
LEAWOOD, Kansas
CRD# 812781
David Thomas Walsh
LEAWOOD, Kansas
CRD# 6285723
Jenna D. Patterson
LEAWOOD, Kansas
CRD# 7241543
Samuel Robert Scott
LEAWOOD, Kansas
CRD# 4519790
Sarah Scott Walsh
LEAWOOD, Kansas
CRD# 5324866
05
Office Locations
LEAWOOD, Kansas
5 advisors
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Data sourced from SEC Form ADV filings. SUNRISE ADVISORS, INC. (CRD# 111953) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.